Connect to Asana

In the portal, click Apps > Connect for Asana in the list of applications in Dossier. Follow directions in the figure below.

NOTE: When you connect an Asana account to an org, it is shared among all other team members in your organization. This means that, if your team receives and sends emails to senders, then Dossier will send their emails to Asana as tasks as well. The Asana account connected to the org will be used to create those tasks. In addition:

Each Team Member can choose whether their emails are synced to Dossier as well as the email senders.

If emails are synced, then, for each sender, a Team Member can choose to sync to Asana by creating a task for every email conversation (thread).

Finally, when syncing emails to Asana, Dossier can create the tasks in a single, shared Asana project, or send each sender’s emails to multiple Asana projects.

If an email is synced to Asana, then Dossier will use the Asana login that you connect here to create that task in Asana.

Tip: Organizations often choose to use a centralized Asana account, such as admin@company.com, rather than an individual’s own Asana account. We highly recommend this for several reasons:

The connection is not dependent on a single employee’s Asana account.

In a task, as email replies come in from external users, Dossier adds these replies in Asana; it’s easier to differentiate them if they are not being created by a real person’s account.

If a task is created by your own account, then it will not display in the Asana Inbox.